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Appealing a Financial Aid Package

DOCUMENT  |  This documents guides counselors in helping students appeal financial aid packages. It reviews when students should appeal their package, how to appeal, who to appeal to, and tips for calling and writing letters to the financial aid office.  Read more  

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Applying for and Managing Loans

DOCUMENT  |  This tool guides students through the steps of applying for loans, managing loans while in school, and repaying loans. It provides detailed information on the steps students must take and decisions they need to make to help pay for college and be able to pay off their debt.  Read more  

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Applying for Financial Aid - Overview

DOCUMENT  |  This overview, developed by the Options Center, describes the key steps in applying for financial aid including basic information about filing the FAFSA, receiving the Student Aid Report, filling out the CSS Profile, the TAP application, other applications, verification, and loans. It is a useful tool for students, parents, and counselors.  Read more  

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Checklist to Apply for Financial Aid

DOCUMENT  |  This checklist, developed by the Options Center, lists the steps necessary to file the FAFSA, CSS Profile, and TAP. It includes steps students must take to follow-up once the forms are submitted.  Read more  

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Estimating Your Sources of Aid: The Net Price Calculator

DOCUMENT  |  This document explains the net price calculator which the federal government required all schools have on their website. The net price calculator breaks down the total cost of attendance into direct cost such as tuition and room and board, and indirect costs including books and transportation. It also provides a breakdown of estimated financial aid and student financial responsibility.  Read more  

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FAFSA First Steps

DOCUMENT  |  This document, developed by the Options Institute, provides a quick visual overview of the answers to the first five questions a student should...  Read more  

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FAFSA General Guidelines

DOCUMENT  |  This resource, developed by the Options Institute, provides an overview of the general guidelines for who should file the FAFSA and whose income...  Read more  

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Final Steps Before You Begin College

DOCUMENT  |  This is a checklist for students to complete that includes the steps they should take once they have decided on a college to attend but before arriving on campus. It guides student through confirming his/her decision about which college to attend, confirming financial aid, sending housing deposits, attending orientation, etc.  Read more  

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Financial Aid Indicators - Data

DOCUMENT  |  This document, developed by the Options Institute, provides information on the breakdown of different types of aid from most to least prevalent, average grant and scholarship aid, students who are eligible but do not apply for Pell Grants, and data on FAFSA completion rates.  Read more  

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Financial Aid Package Comparison Worksheet

DOCUMENT  |  A worksheet to help students compare financial aid packages from different schools. Students fill in the details of two to three financial aid packages in order to understand exactly how they compare in terms of how much students will pay.  Read more  

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Financial Aid Shopping Sheet

DOCUMENT  |  This Web page provides students, families and institutions with resources and background about the development and adoption of the Financial Aid Shopping Sheet. The Shopping Sheet was previously referred to as the Model Financial Aid Offer Form and Know Before You Owe.  Read more  

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Financial Literacy - Personal Finance 101

DOCUMENT  |  Financial Literacy is a very important skill for students going to college. This document helps students transitioning into college lay the groundwork for successful personal finance. What are good credit habits? How do you make a financial plan? What are some helpful tips to save money in college?  Read more  

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